Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Advisors Need Automation, Not 'Phoniness': Snappy Kraken
By Jane Wollman Rusoff Jane Wollman Rusoff"There's a real hunger for authenticity and being human," Snappy Kraken's Angel Gonzalez tells ThinkAdvisor.
June 01, 2023
How the Fastest-Growing Advisory Firms Are Different, in 7 ChartsNew research from Nitrogen looks at how firms think about risk, competition and client acquisition.
June 01, 2023
Wells Fargo Advisors Picks Up New Head of National Sales From JPMorganBarry Simmons was most recently a managing director and head of J.P. Morgan Wealth Management's East Division.
May 31, 2023
Edelman Financial Engines Names New CEOJay Shah is set to join Edelman on Aug. 18, while Larry Raffone becomes the Edelman board chairman.
May 31, 2023
Atria BD Adds Former Signature Bank Advisors With $1BThe three-person team joins a branch of Cadaret Grant in New York.
May 30, 2023
Investors Have Too Much Information, Not Enough Knowledge: MorningstarAdvisors must clearly differentiate themselves from other sources of financial information to appeal to potential clients, Morningstar says.
May 30, 2023
5 Conversations to Have With Asian American Pacific Islander ClientsMultigenerational households and businesses are common among AAPI families.
May 26, 2023
Why One Independent Advisor Avoids a Niche ApproachWorking with a diverse set of clients from a demographic and wealth perspective keeps it all feeling fresh, says advisor Hiram Arnaud.